Limit referral to specific office(s)

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.183

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
When contacting Reapit Support, include which referrals you want to limit to which office(s)

If you have access to configuration screens, you can set this up yourself via the Setup Referrals screen, as outlined here: Referrals - how to add & edit

When using referral functionality, it is possible to limit a referral so that it is only available to be used for properties/applicants/contacts in a specific office or offices

This ensures that only relevant referral options are shown in the Referrals/Leads list - which is particularly useful for franchise set-ups and businesses covering a large geographical area

From Setup Referrals/Leads:

Select the relevant referral on the left side of the screen
In Applicable Offices, select the office(s) this referral is applicable to
When field is blank it will be available to all offices

In this example, the financial services referral option for Kelly & Co will only be available for properties, applicants or contacts with their Main Office set to London

Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies
For example, a sales applicant could be referred to companies for conveyancing, removals or financial services - for more information on referral functionality, click here: Referrals

Limit referral to specific office(s)

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